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Financial Adviser

Financial Adviser

Placement Professionals
5-10 Years
SGD 4,000 - 8,000 per month
  • Posted a month ago
  • Be among the first 10 applicants

Job Description

To apply or find out more, please contact

Leong Jia Wei

(Reg No: R25157456)

[Confidential Information]

OR

Whatsapp +65 8086 3812

I also carry more Junior and Senior variants of this role please browse our Company Page to find out more.

https://www.mycareersfuture.gov.sg/companies/placement-professionals-53226217D

Looking for a career with more growth and ownership

Many people start their careers looking for stability, but after a few years they begin to question:

  • Is my income growth limited
  • Am I developing valuable skills
  • What does my career look like 5-10 years from now

We are seeking driven individuals who want to develop capabilities in client advisory, relationship management, and financial planning.

Whether you are a fresh graduate exploring your first career move or a mid-career professional considering a change, we provide structured training and guidance to help you build your foundation.

What You Will Do

  • Meet with clients to understand their financial objectives and concerns
  • Learn to conduct financial assessments and offer appropriate recommendations
  • Establish lasting relationships with individuals and families
  • Strengthen your communication, presentation, and advisory capabilities
  • Manage and expand your client portfolio with support from the team

What We Provide

Structured training from industry professionals
One-to-one mentorship and coaching
Support in obtaining required industry certifications
Leads support to help you gain client exposure
Guidance in developing your advisory skills
Opportunity to build a long-term career in financial services

Who This May Suit

  • Fresh graduates who want to explore a professional career path
  • Mid-career individuals looking for a career transition
  • People who enjoy communicating and building relationships
  • Individuals who want greater control over their career growth

Requirements

  • Singapore Citizen / Permanent Resident
  • Diploma / Degree holders preferred
  • Willingness to obtain CMFAS certifications
  • Strong communication skills
  • Positive learning attitude

No prior financial services experience required. Training and mentorship will be provided.

By applying, you consent that the contents of your CV and answers in the form will be processed for the purpose of job matching.

More Info

Job Type:
Industry:
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Key Skills

Financial assessments

Client advisory relationship management

Advisory capabilities

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